Latest Institutional Transactions on Appian Corp (APPN)
This table provides information on the latest institutional transactions involving Appian Corp (APPN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
7New |
$221 - $280
|
7
$219
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11New |
$347 - $439
|
11
$343
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-173- 0.85% |
$5.45K - $6.91K
|
20.2K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
135New |
$4.26K - $5.39K
|
135
$4.21K
|
|
|
May 13, 2024
Q1 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
42KNew |
$1.32M - $1.68M
|
42K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20New |
$631 - $799
|
20
$624
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
732+ 0.94% |
$23.1K - $29.2K
|
78.4K
$2.45M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.33K- 14.51% |
$42K - $53.2K
|
7.85K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
4New |
$126 - $160
|
4
$125
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$441 - $559
|
14
$437
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-106- 1.92% |
$3.34K - $4.23K
|
5.4K
$169K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$590K - $748K
|
18.7K
$584K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.25K- 15.91% |
$39.3K - $49.8K
|
6.59K
$206K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.52KNew |
$174K - $220K
|
5.52K
$172K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
359New |
$11.3K - $14.3K
|
359
$11.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-225- 3.23% |
$7.09K - $8.99K
|
6.74K
$211K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.5K- 75.0% |
$47.3K - $59.9K
|
500
$15.6K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.75K- 15.05% |
$203K - $256K
|
32.5K
$1.01M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5New |
$176 - $223
|
5
$156
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-95- 13.63% |
$3.35K - $4.23K
|
602
$18.8K
|
|
|
Aug 01, 2024
Q4 2023
|
Roubaix Capital, LLC
|
SELL
|
- |
-25.4K- 30.43% |
$898K - $1.13M
|
58.2K
$1.82M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
110New |
$3.88K - $4.9K
|
110
$3.43K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
75New |
$2.65K - $3.34K
|
75
$2.34K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
160New |
$5.64K - $7.13K
|
160
$5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-539- 86.38% |
$19K - $24K
|
85
$2.65K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
131New |
$4.62K - $5.84K
|
131
$4.09K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
100New |
$3.53K - $4.46K
|
100
$3.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
5.24K+ 32.41% |
$185K - $233K
|
21.4K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
125KNew |
$4.41M - $5.57M
|
125K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
6.69KNew |
$236K - $298K
|
6.69K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.12KNew |
$287K - $362K
|
8.12K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
186KNew |
$6.58M - $8.31M
|
186K
$5.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
131+ 2.17% |
$4.62K - $5.84K
|
6.17K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
CALL |
-600- 4.96% |
$21.2K - $26.7K
|
11.5K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.2KNew |
$432K - $546K
|
12.2K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$473K - $597K
|
13.4K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
100New |
$3.53K - $4.46K
|
100
$3.12K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
39New |
$1.38K - $1.74K
|
39
$1.22K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20New |
$706 - $891
|
20
$624
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.58KNew |
$197K - $248K
|
5.58K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
16.9KNew |
$596K - $752K
|
16.9K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
CALL |
68.2KNew |
$2.41M - $3.04M
|
68.2K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
511New |
$18K - $22.8K
|
511
$16K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-352- 5.35% |
$12.4K - $15.7K
|
6.23K
$194K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 4.76% |
$353 - $446
|
200
$6.24K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50New |
$1.76K - $2.23K
|
50
$1.56K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.32KNew |
$258K - $326K
|
7.32K
$229K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-125- 1.82% |
$4.41K - $5.57K
|
6.75K
$211K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
314New |
$11.1K - $14K
|
314
$9.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80Closed |
$2.82K - $3.56K
|
0
$0
|
|